University of Texas at Austin
Two students talking on a wide, busy walkway

Wealth Management Minor

McCombs School of Business McCombs School of Business

Overview

The McCombs BBA degree or an economics degree (BEOP) with the Wealth Management Minor will equip students with the perspectives, conceptual knowledge and analytical skills necessary to participate successfully in myriad aspects of the Wealth Management industry, including offering financial planning services to individual and institutional investors. The Wealth Management Minor supplements core courses taken by all business and economics (BEOP) majors.   Wealth Management students complete additional coursework in financial and managerial accounting, statistics, and economics as part of their BBA and BEOP curricula.

Students who like working with numbers and people to create and sustain financial plans are ideal candidates for the minor in wealth management.

If you plan to graduate under the 2020 – 2022 Catalog or later, the Wealth Management Minor is for you. The minor is open to all undergraduate students in the Business School and economics majors who are in the Business Economics Option Program (BEOP).  The minor is designed to help students prepare for participation in the Certified Financial Planner (CFP) certification program.

Info Sessions & Deadlines

Please join us for an upcoming information session:

 

10/19/2021 - Tuesday, 5-6 pm / CBA 6.420

Attend https://utexas.zoom.us/j/99251402208

 10/20/2021 - Wednesday, 5-6 pm

Attend https://utexas.zoom.us/j/97117553361

10/21/2021 - Thursday, 5-6 pm / CBA 6.420

Attend https://utexas.zoom.us/j/91062584756

 

Application Deadlines:

Spring semester: October 15; January 5
Summer and Fall semesters: April 10; August 15

 

Coursework

The Wealth Management Minor requires 18 hours of coursework. Students must fulfill all prerequisite requirements before registering for any of these courses.

Click on the course number/title to see a description of the WMP course and its prerequisites.

Elective Courses

Select from the following elective courses:

Please Note:

Other courses may be considered for substitution, as approved by the Wealth Management Minor Committee.

All classes must be taken on the letter-grade basis. The student must earn a combined grade point average of at least 2.00 in these courses.

The nine elective hours must be different from courses taken for the students’ major; these nine hours cannot simultaneously satisfy any degree requirements except free electives only. Students should carefully choose electives and consult their academic advisor(s).